Profit Sharing · DOL Form 5500 · 2022

Waler & Waler Cpas PA Profit Sharing Plan

Data updated 2026-08-25

$926K
Total assets Small plan by assets
6
Participants Small participant base
24th
Percentile by assets National rank
$154,306
Avg per participant Above avg balance/head
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Official DOL plan name: Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust · Sponsored by Waler & Waler Cpas PA · Florida · Professional & Technical Services

$926K in assets, 6 participants

Waler & Waler Cpas PA's Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust reported $926K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 24th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,403 in Professional & Technical Services (21,562 peers)

Waler & Waler Cpas PA multi-year trail

Waler & Waler Cpas PA's plans moved +48.7% in assets from 2022 to 2024; this filing shows Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust at $926K / 6 participants.

#4,403
in Professional & Technical Services (21,562 peers)
-15.6%
assets change YoY

The plan reported a net loss of $171K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust among the smaller filed plans by assets

Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$925,835 24th percentile higher than 24% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 592760678 · Waler & Waler Cpas PA PY 2022 · Profit Sharing

Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust · $926K · 6 · 24th

  • EBSA $926K
  • PART 6
  • TYPE 24th
  • NET Profit Sharing
  • BOOK near Katky Inc. Retirement Plan
  • VS-ST ind #4403

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Florida →

Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust in the asset neighbourhood

Richard L Waler Jr Cpa PA Profit Sharing Plan and TrustRichard L Waler Jr Cpa PA Pr…$926KKatky Inc. Retirement Plan$926KCopp Incorporated Retirement PlanCopp Incorporated Retirement…$926KPathtech Ltd Profit Sharing Plan U/a 12/27/02Pathtech Ltd Profit Sharing …$925KPayne Financial Consulting Profit Sharing PlanPayne Financial Consulting P…$927K
End-of-year total assets ($M) among Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Waler & Waler Cpas PA multi-year asset trail

Sponsor-wide plan assets over time

All Waler & Waler Cpas PA plans reported in each filing year

Latest sponsor-wide plan assets
$1M 48.70468279985094% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.93M $1.38M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 6 $926K
2023 1 5 $1M
2024 1 5 $1M

Waler & Waler Cpas PA filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$926K
Net Income-$171K
Employer EIN592760678
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust, Total assets ($B): 0.000925835 · Participants: 6Richard L Waler Jr Cpa PA Profit Sharing Plan and TrustRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust side-by-side with 3 peers →

Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Katky Inc. Retirement Plan in OH ($926K); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($926K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust assets move in 2022? ▼
Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust declined sharply - down 15.6% during 2022, from $1M to $926K. Reported net income was -$171K.
How have Waler & Waler Cpas PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waler & Waler Cpas PA's sponsor-wide assets grew 48.7%, from $926K to $1M.
Where does Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Katky Inc. Retirement Plan in OH ($926K, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592760678.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.